See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,472 | $101,724-62.2% | $164,813-76.7% | $80,856-52.4% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 10.38% | 16.72%-6.3pp | 69.93%-59.5pp | 35.59%-25.2pp |
| Employer contribution / active EE | $2,465 | $2,953-16.5% | $4,341-43.2% | $2,755-10.5% |
| Participant deferral / active EE | $2,667 | $4,477-40.4% | $6,031-55.8% | $4,296-37.9% |
| Admin fee / account holder | $407 | $8,227-95.0% | $12,690-96.8% | $6,918-94.1% |